VAN AUKEN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
VAN AUKEN FAMILY FOUNDATION (EIN 27-4076271)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202411369349103026
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T13:07:24-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN840864132PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SUTTON DOWELL & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12406 N GRAND AVEAddressLine1Txt
CityPUEBLOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81003ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274076271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VAN AUKEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVANABusinessNameControlTxt
Phone7195820301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11243 LIBERTY POINT BLVDAddressLine1Txt
CityPUEBLO WESTCityNm
State AbbreviationCOStateAbbreviationCd
ZIP810077512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY A VAN AUKENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7195820301PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastVAN AUKENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER M SUTTONPreparerPersonNm
PTINP00030816PTIN
Phone7195444786PhoneNum
Preparation2024-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$498InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$498InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$498InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,361DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,361DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,361DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$11,621NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,988GrossSalesPriceAmt
Other Income Rev And Expnss$638OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$638OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,876TotalRevAndExpnssAmt
Total Net Invst Incm$12,859TotalNetInvstIncmAmt
Total Adj Net Incm$13,497TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$45TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$795TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,795TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$750TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,919ExcessRevenueOverExpensesAmt
Net Investment Income$12,109NetInvestmentIncomeAmt
Adjusted Net Income$13,497AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,539CashBOYAmt
Cash EOY$3,746CashEOYAmt
Corporate Stock BOY$395,292CorporateStockBOYAmt
Corporate Stock EOY$377,173CorporateStockEOYAmt
Total Assets BOY$413,831TotalAssetsBOYAmt
Total Assets EOY$380,919TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$413,831NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$380,919NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$413,831TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$380,919TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$413,831TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$380,919TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$413,831TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,919ExcessRevenueOverExpensesAmt
Other Increases$11,442OtherIncreasesAmt
Subtotal$402,354SubtotalAmt
Other Decreases$21,435OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$380,919TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$168InvestmentIncomeExciseTaxAmt
Subtotal$168SubtotalAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Tax Due$168TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsfalseAtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEFFREY A VAN AUKENIndividualWithBooksNm
Phone7195820301PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11243 LIBERTY POINT BLVDAddressLine1Txt
CityPUEBLOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP810077512ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY A VAN AUKEN
1243 LIBERTY POINT BLVDPUEBLOCO810077512TRUSTEE000.00$0$0$0
DAVID P VAN AUKEN
8952 GRAY FOX DRIVEEVERGREENCO80439TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$386,233AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,143AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$397,376TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$397,376AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,961CashDeemedCharitableAmt
Net Vl Noncharitable Assets$391,415NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,571MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,571MinimumInvestmentReturnAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Total Tax$168TotalTaxAmt
Distributable Before Adj$19,403DistributableBeforeAdjAmt
Distributable Before Ded$19,403DistributableBeforeDedAmt
Distributable As Adjusted$19,403DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,000ExpensesAndContributionsAmt
Qualifying Distributions$24,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,403DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$2,754ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,754TotalExcessDistributionCyovAmt
Qualifying Distributions$24,000QualifyingDistributionsAmt
Applied To Current Year$19,403AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,597RemainingDistriFromCorpusAmt
Total Corpus$7,351TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,351ExcessDistriCyovToNextYrAmt
Excess From Year1$2,754ExcessFromYear1Amt
Excess From Current Year$4,597ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY VAN AUKENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11243 LIBERY POINT BLVDAddressLine1Txt
CityPUEBLOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP810077512ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7195820301RecipientPhoneNum
Recipient Email AddressJEFF.VANAUKEN@COMCAST.NETRecipientEmailAddressTxt
Form And Info And MaterialsPURPOSE OF THE ORGANIZATION, AMOUNT REQUESTED, SPECIFIC USES OF REQUESTED AMOUNTS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMST MEET THE STATED MISSION AND GOALS OF THE FOUNDATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA OF PUEBLO
130 W ABRIENDO AVEPUEBLOCO81004NONEAID FOR ABUSED & NEGLECTED CHILDREN$10,000
A CARING PREGNANCY CENTER
500 COLORADO AVEPUEBLOCO81004NONEPROVIDE AID FOR ULTRA SOUNDS$10,000
MERCY SHIPS
PO 2020LINDALETX75711AID FOR MEDICAL NEEDS$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$498RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,361RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$11,621RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NONDIVIDEND DIST (RBC)14$352
NONDIVIDEND DIST (PEAKSTONE14$286

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$638ExclusionAmt
Related Or Exempt Function Incm$1,238RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,876TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$750Amt
Net Investment Income$750NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Asset900 WALGREEN BOOTS ALLIANCEAssetDesc
Acquired2022-10AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2023-10SoldDt
Gross Sales Price$18,988GrossSalesPriceAmt
Basis$30,609BasisAmt
Total Net-$11,621TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
GRIFFIN REALTY TRUST E
RBC WEALTH MANAGEMENT$377,173

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN ASSET VALUE - GRIFFIN$20,035
CHANGE IN ASSET VALUE- RBC$1,400

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NONDIVIDEND DIST (RBC)$352$352
NONDIVIDEND DIST (PEAKSTONE)$286$286

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescSECUIRTY TRANSFERRED INDesc
Amt$11,442Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$45Amt

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